Monthly Archives: March 2011

The winds they are a changing

As the winds of north Texas begin to blow, so to do the political winds of 2011. It seems that just yesterday questions on Iraq, Iran, Afghanistan and China dominated the headlines. Today the tragedy in Japan and an old … Continue reading

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Fully capitalize on next 2 years

The new estate tax legislation provide a solid base for a financial services professional to build an entire business upon. Business owners can transfer family businesses over the next 2 years. Families can transfer investable assets as well. Grandparents and … Continue reading

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2010 Tax Act

The new estate tax legislation was passed in December of 2010. The legislation creates tremendous opportunity for individuals and families to transfer significant assets to successive generations while avoiding transfer tax.

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